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Innovator Etfs Tr s&p 500 ultra shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UDEC) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 67k 38.37
2025-06-30 $2.4M 67k 36.44
2025-03-31 $2.9M 85k 34.30
2024-12-31 $1.9M 55k 35.09

More positions owned by Kellett Schaffner Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Innovator Etfs Tr s&p 500 ultra

Talon Private Wealth
Brookstone Capital Management
Commonwealth Equity Services
WealthPlan Investment Management
Raymond James Financial
Envestnet Asset Management
Advisor Group Holdings
Family Legacy Financial Solutions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Foundations Investment Advisors
BCJ Capital Management
Kestra Advisory Services
Kfg Wealth Management
Triumph Capital Management
Mach-1 Financial Group

View all funds holding Innovator Etfs Tr s&p 500 ultra